First Affirmative Financial Network’s Public Storage PSA Stock Holding History

First Affirmative Financial Network’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-896	Closed	-$260K	–	270
2024 Q1	$260K	Buy	896 +113	+14%	+$32.4K	0.19%	177
2023 Q4	$239K	Buy	+783	New	+$208K	0.19%	179
2022 Q4	–	Sell	-745	Closed	-$218K	–	162
2022 Q3	$218K	Sell	745 -96	-11%	-$31.2K	0.28%	115
2022 Q2	$263K	Sell	841 -43	-5%	-$14.9K	0.3%	104
2022 Q1	$345K	Buy	884 +8	+0.9%	+$2.9K	0.33%	88
2021 Q4	$328K	Buy	876 +56	+7%	+$18.7K	0.3%	96
2021 Q3	$244K	Buy	+820	New	+$257K	0.25%	124

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

First Affirmative Financial Network's PSA Position: Q2 2024 in Review

First Affirmative Financial Network sold out of Public Storage (PSA) in Q2 2024, closing a stake of 896 shares — an estimated $260K sold.

First Affirmative Financial Network first reported a position in PSA in Q3 2021 and held it in 7 quarters. The position peaked at $345K in Q1 2022. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

First Affirmative Financial Network reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
First Affirmative Financial Network sold 896 Public Storage shares in Q2 2024, an estimated $260K.
First Affirmative Financial Network first reported a position in Public Storage in Q3 2021 and held it in 7 quarters.
First Affirmative Financial Network's Public Storage position peaked at $345K in Q1 2022.
1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on First Affirmative Financial Network's 13F filing for Q2 2024, filed 10 Jul 2024.